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My Portfolio - New Portfolio

PerformancePortfolio Details

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #76,187 out of 781,107 TipRanks' Investors
Success Rate
78%
50 out of 64
profitable transactions
Average Return
8.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return▲ 15.76%
12-Month Return▲ 24.51%
YTD Return▲ 2.65%
Total Return▲ 33.19%

Best Trade

AssetAbbVie (ABBV)
Opened at
Closed at-
Gain▲ 77.13%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 7.81%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.61%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.29%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.65%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.18%
▲ 8.13%▲ 1.21%▲ 5.48%
▼ 13.14%▲ 2.34%▲ 7.81%
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▲ 0.61%
▲ 26.04%▲ 5.96%▲ 4.88%
▲ 5.93%▼ 2.41%▼ 4.29%
▲ 6.90%▲ 1.96%▲ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MO
Altria Group
5.36%
▲ 25.61%
7
Buy
Jan 17, 2025
O
Realty Income
2.86%
▼ 6.32%
5
Buy
Jan 08, 2025
SCHD
Schwab US Dividend Equity ETF
11.28%
▲ 1.78%
6
Buy
Jan 08, 2025
JEPI
JPMorgan Equity Premium Income ETF
6.1%
▲ 2.36%
5
Sell
Jan 06, 2025
VUSD
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
15.25%
▲ 4.76%
3
Buy
Jan 04, 2025
SBUX
Starbucks
3.45%
▲ 6.17%
5
Buy
Jan 03, 2025
WSM
Williams-Sonoma
8.44%
▲ 35.33%
3
Buy
Jan 03, 2025
ASML
ASML Holding
10.78%
▲ 6.91%
2
Buy
Jan 03, 2025
GOOGL
Alphabet Class A
7.5%
▲ 17.52%
2
Buy
Oct 01, 2024
V
Visa
11.28%
▲ 29.62%
4
Buy
Sep 13, 2024
UPS
United Parcel
2.96%
▲ 2.56%
2
Buy
Sep 13, 2024
ABBV
AbbVie
3.4%
▲ 20.93%
4
Buy
Aug 23, 2024
AAPL
Apple
―
▲ 55.23%
2
Close
Aug 20, 2024
JNJ
Johnson & Johnson
―
▼ 0.29%
2
Close
Aug 20, 2024
JPM
JPMorgan Chase & Co.
―
▲ 39.75%
2
Close
Aug 20, 2024
SQ
Block
―
▼ 45.33%
3
Close
Aug 20, 2024
PYPL
PayPal Holdings
―
▼ 26.74%
3
Close
Aug 20, 2024
TROW
T Rowe Price
3.13%
▲ 3.60%
2
Buy
Aug 20, 2024
FNF
Fidelity National Financial
3.73%
▲ 4.07%
1
Open
Aug 20, 2024
BAC
Bank of America
4.49%
▲ 21.72%
1
Open
Aug 20, 2024